Speculation about AMD switching future Radeon GPUs to Samsung Foundry has been shut down by a trusted leaker, who says the chips are already taped out at TSMC. The same source hints at a mid-2027 debut, with little to expect from Radeon in 2026. Read more
Notebookcheck - Dec 26
TSMC, the world's largest contract chipmaker, is considering producing artificial intelligence-related semiconductors at its Kumamoto plant in Japan Read more
Upi - Dec 15The trade deal with Mexico and Canada works well, but there are problems to fix. Read more
Wsj - Nov 23
On Friday, Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk revealed that the company is pushing its chipmaking partners to move far faster than traditional semiconductor timelines as it races to scale its next-generation AI hardware.Musk Says Chip Fabs Move ‘Like Lightning' — But Not Fast... Read more
Biztoc - Nov 15
Super Micro Computer (NASDAQ:SMCI – Get Free Report) posted its earnings results on Tuesday. The company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.11), Briefing.com reports. The business had revenue of $5.02 billion for the quarter, co... Read more
Bbns - Nov 06
CNBC’s Jim Cramer answers calls from viewers and offers advice for their stock picks. Read more
Cnbc - Oct 28
Dan Nystedt of TriOrient Investments says the outlook for TSMC remains positive due to their leadership in manufacturing the leading-edge chips. He also discusses the recent number of AI deals and highlights the importance of having financial companies joining the AI revolution. Read more
Cnbc - Oct 20
Nvidia is leveraging TSMC's massive $165 billion foundry investment in the US to start making its own AI chips there. The goal of Nvidia and TSMC is independent made-in-America AI chip production in Arizona. Read more
Notebookcheck - Oct 18
We’ve raised our fair value estimate of TSMC stock. Read more
Morningstar - Oct 16
Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle’s AI revenue promises, citing weak moats, reliance on DC ties, and unproven contracts, contrasting it with Nvidia and TSMC’s unique edge. Read more
Cnbc - Sep 11
